Add a new payment type
This page list of contents:
- Add a new payment type
- Admins Payment type options
- Customers Payment type options
- Fieldworker Payment type options
It’s important that you add all payment methods that your business accepts here, to ensure that payments can be made easily through the system.
You must add all payment methods that your business accepts here, to ensure that payments can be made easily through the system.
OctopusPro system gives you many options for the type of payments that your business depends on, you can choose one and if you set your business to handle more than one payment type OctopusPro can keep up with that too, it is important to set up your types of payments so OctopusPro will give your customers will making a booking, the options of payments types given by the system are Cash, Bank transfer, Cheque, Gift Card, Debit, Afterpay, Zip Pay.
After selecting your payment type your customer will have the option of selecting the way that they want to pay for their services, also, the fieldworker can determine the way he got paid.
Add a new payment type
In order to add a new payment type, please follow the steps below:
- Login to your Octopus Pro account, click here if you haven’t.
- From the left side menu, click or tap on Settings >> Financial Settings >> Payment integration.
- Scroll down the page, at the end, you will see the list of payment types that OctopusPro system can handle.
- Choose what payment type suits you the best, (Note that you can choose multiple payment types and you will give your customers more than one payment option, also, fieldworkers will have multiple options to accept payments).
Admins Payment type options
When admins add a new payment they will see the list of payment types as an options list to select from.
Customers Payment type options:
When customers try to add a new payment, they will the payment types that you have selected as follows:
Fieldworker Payment type options
Your fieldworker will see the payment types that you’ve as an option for accepting payment from customers
For more information please visit Octopuspro user guide, and subscribe to our youtube channel.